WEBVTT

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I've just become associate board chair.

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What should I do first?

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Get a clear handoff with the staff person who supports your board.

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Find out what is already booked, signed or promised, what needs
attention, and where the roster, calendar and documents are kept.

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Raise any promise that cannot be kept with that staff contact this week.

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Report harassment, abuse or safety concerns
immediately through the nonprofit's escalation contacts.

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Then agree how you will work together: when you meet,
who decides what, and how you resolve a disagreement.

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Check that agreement against your charter and the nonprofit's policies.

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The toolkit helps you make those expectations explicit.

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Keep contracts, receipts, sponsorship agreements, donor and client data, and media with staff.

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Clear company and donor names with staff before making contact.

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Use the first ninety days to learn, meet every member, and
agree with staff on two or three goals and the calendar.

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Use those conversations to find a useful role for each member.

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Get Lead Your Associate Board and its fillable toolkit on CariClub Stream.

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General information, not legal, tax or insurance advice.

